Simon Ward
Simon is a partner at NS Partners LLP and is Economic Adviser to Janus Henderson Investors in London, a role he has held since 2009. He previously worked at New Star Institutional Managers, Lombard Street Research and Bank Julius Baer. He has degrees in economics and finance from Cambridge University and Birkbeck College, London.
Articles Written
Assessing UK house price valuation: a real yield-based approach
Simon Ward, Economic Adviser, considers the prospects for housing prices over the next few years, arguing why investors should keep an eye on longer-term index-linked gilts as an indicator.
A “monetarist” perspective on current equity markets (Q2 2024)
Conflicting signals from cycle and monetary influences on the economy and asset prices suggest increased uncertainty for equity markets, explains Simon Ward, Economic Adviser.
A “monetarist” perspective on current equity markets
Monetary trends suggest a coming inflation undershoot, argues Simon Ward, Economic Adviser.
A new “monetarist” forecast for UK inflation – November 2021
UK inflation is likely to peak at a higher level than the MPC expects but money trends suggest medium-term relief, assuming no additional boost from exchange rate weakness, argues Simon Ward, Economic Adviser.